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Investment Operations Lead: Systems, Compliance & Strategy

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: PAX Financial Group, LLC
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in San Antonio is seeking an Investment Operations Manager to oversee investment operations. This role requires a CFA and 5+ years in investment operations. Responsibilities include trade reconciliations and ensuring compliance with regulatory standards. The ideal candidate will possess strong proficiency in investment platforms such as Orion and Schwab, with excellent problem-solving skills crucial to optimizing processes and enhancing client service.

Join us in making a lasting impact through strategic planning.
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